Assetly is democratising access to sought after alternative asset classes.
According to UBS, family offices of the ultra wealthy in the United States invest an average of 54% into illiquid or semi-liquid alternative assets classes.
Time to rethink your portfolio.
Source: UBS Global Family Office Report 2025
Firstly, we are rebuilding private markets infrastructure
Assetly is developing and integrating an end-to-end managed funds framework to enable fractional access to a broad range of capital markets and alternative asset funds, both internal (overseen by our highly experienced quantitative investment team), and external fully vetted funds within our marketplace.
Assetly’s solution covers the full investment lifecycle, including identity verification (KYC and KYB), access to public and private market offerings, wholesale and retail onboarding, digital applications, cashflow management, unit or share registry, and investment and redemption processing.
We aim to re-engineer private markets infrastructure, through an API driven and white-label service layer, providing seamless integration for partners and investors that unlocks wealth every step of the way.
Then, our next generation investment technology will change how people interact with their wealth
Platform features:
Automated Managed Account Technology
Assetly is developing our own proprietary and innovative cashflow and investment technology powered by an AI agent that will define a new generation of investment accounts, which we call ‘Automated Managed Accounts’ (or AMA’s) for individuals, high net worths, family offices, and institutional clients.
Sophisticated Investment Algorithm
The AI agent, and proprietary algorithm that powers the AMA, will rebalance the portfolio daily, taking into consideration distance from model, client cashflow forecasts, trading fees, tax effects, ESG, the investment universe, and the cost / benefit of delay using long horizon optimisation simultaneously for the portfolio and its sub-portfolios.
Full Native Access to Client Data
Native access to Assetly’s client data enables the AMA to understand the client from a holistic viewpoint, including its cash positions and investments across legal entities, tax and accounting data within their SMSF, upcoming payments and cashflow requirements, as well as superannuation contribution limits to maximise tax benefits.
Cashflow Scheduling Engine
Clients will be able to setup auto investment and auto drawdown rules according to set criteria, enabling the client to effectively invest lumpy sums automatically while in the accumulation phase, and conversely automatically drawdown funds to cover their lifestyle in the pension phase.
Clients can create an automated portfolio in minutes with AI
Intelligent cashflow and wealth management automation
Assetly’s technology is being built to automate the deployment of capital to ensure every dollar is working efficiently and surplus cash is intelligently allocated across investments based on goals, risk profiles, and market conditions.
Continuous monitoring of cash positions
Automatic allocation to ETFs, equities, and alternatives
Smart reinvestment of distributions and dividends
Daily tax-aware portfolio rebalancing
AU$5.50
per month
For Accounts Under AU$20k
0.33%
per year
For Accounts Over AU$20k
Includes:
Investment Plan
Risk Profiling
Auto Invest & Drawdown
Auto Rebalancing
CGT Consideration (by tranche)
Investment Universe
ESG Blacklist
Related Articles
Startups
AdviserVoice
Australian Wealth Managers bet on Private Assets and AI to supercharge growth
7 Apr 2025
Investing
TradersMagazine
Fund Managers Innovate to Unlock Retail Access to Private Markets
21 January 2025
Investing
Bain&Company
Private Asset Investing Desperately Needs New Market Infrastructure
6 July 2023
Investing
TechCrunch
The alternative asset class needs new infrastructure — who will build it?
14 September 2022
